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What must a Focus Cfo franchisee obtain to deviate from the standard Professional Service Agreement?

Focus_Cfo Franchise · 2025 FDD

Answer from 2025 FDD Document

All contracts with clients for CFO Services must be entered into by Focus CFO and not by Franchisee.

Focus CFO's standard Professional Service Agreement

  • ("PSA") is used on all client engagements.

The PSAs are prepared through a centralized preparation process to ensure contractual language, pricing and terms adhere to Focus CFO's standards.

Contract terms cannot deviate from standard document without the written consent of Focus CFO.

Franchisee is responsible for coordinating the preparation and successful execution of client PSAs through the centralized preparation process.

Franchisee is authorized to execute Focus CFO's standard PSA, as prepared and approved by Focus CFO through the centralized preparation process, on behalf of Focus CFO.

Source: Item 23 — Receipts (FDD pages 37–126)

What This Means (2025 FDD)

According to Focus Cfo's 2025 Franchise Disclosure Document, all client contracts for CFO services must be made by Focus CFO, not the franchisee. Focus CFO uses a standard Professional Service Agreement (PSA) for all client engagements, prepared through a centralized process to ensure adherence to Focus CFO's standards in contractual language, pricing, and terms.

To deviate from the standard PSA, a Focus Cfo franchisee must obtain written consent from Focus CFO. The franchisee is responsible for coordinating the preparation and execution of client PSAs through the centralized process and is authorized to execute the standard PSA on behalf of Focus CFO, as prepared and approved through this process.

This requirement protects Focus CFO's system and marks by ensuring consistency and adherence to established standards in all client engagements. It also allows Focus CFO to maintain control over contractual terms and pricing, which can impact the brand's reputation and financial performance. This is a fairly common practice in franchising, where franchisors seek to maintain uniformity and quality control across all franchise locations.

Disclaimer: This information is extracted from the 2025 Franchise Disclosure Document and is provided for research purposes only. It does not constitute legal or financial advice. Consult with a franchise attorney before making any investment decisions.